2021 Enrollment Technology Strategy Seminar Agenda

Tuesday, February 2, 2021

10:15 a.m. - 10:45 a.m. - Successful Enrollment - The Benefits of Digital Quoting & Policy Administration


GARRETT VIGGERS, Vice President & Product Evangelist, FINEOS

DAN WATT, Vice President Product Management, FINEOS

Join this special, pre-conference session for an interactive, moderated panel discussing where the industry is heading including a short demo showcasing market-leading FINEOS solutions.  There will be an opportunity to join in an open discussion and ask the panelist your questions.

11:00 a.m. - 11:10 a.m. - Welcome and Opening Remarks

11:10 a.m. - 12:00 p.m. - GENERAL SESSION

2020 - A Year in Review

JENNON CARUTH, Co-Founder and Principal, Clarity Enrollment Solutions, LLC; DAYNA KIRK, VP Head of Customer Service, The Standard; RICK JOHNSTONE, Vice President of Employee Benefit Sales, The Standard; BRADLEY TAYLOR, EVP, Strategic Partnerships, PlanSource; KEITH FEIST, Benefits Technology Consultant (Moderator), The Standard

2020 was a year like no other in recent history. The industry has faced acute and macro-level challenges. This session will recap how the year unfolded and its impact to the ancillary insurance and ben tech industries and some of the innovative ways they have responded.

12:00 p.m. - 12:30 p.m. - Break - sponsored by AdminaHealth

Premium Billing Transformation - Are You Ready?  Join in the fun for a ""Do You Need a License to Bill" BINGO game (Gift card for winners!) along with a Hot Topics discussion on Premium Billing Transformation.

12:30 p.m. - 1:15 p.m.: CONCURRENT SESSIONS

1. Discovery, Conditions, and Goals, OH MY!

COLIN BRADLEY, President and CEO, Winston Benefits; SARAH OLIVER, Second Vice President of Enrollment, Guardian Life Insurance Company; Moderator: ROBYN FEARS, GBDS, Senior Enrollment Operations Manager, Guardian Life Insurance Company

Join this session to walk through real life case studies of “good” and “bad” enrollments. Learn more about considerations for case discovery. See how conditions can drive participation. Understand how carriers and HR tech can work together better to engage and drive better benefit engagement.

2. The Ultimate Debate: Who is the System of Record?

JIM BRADY, Director, Benefit Administrator, AssuredPartners; TOM DAVENPORT, Senior Director, Product Development, USAble Life; RUTHIE GRAY, Vice President, Product Development, Selerix; TED PHILLIPS, Director, Distribution Digital Center of Excellence, Sun Life;  Moderator: JENNIFER PIERCE, Benefit Technology Partner Management, Lincoln Financial Group 


What does it mean to be the system of record? Who is the system of record? Join us in a debate-style panel of industry experts to hear from all viewpoints and cast your vote to help us settle the age-old debate once and for all.  

1:15 p.m. - 1:45 p.m. - Break - Sponsored by Virtual Benefits Administrator (VBA)

Join us for a Current Event Polling Activity hosted by Virtual Benefits Administrator (VBA) for a chance to win prizes and for a lively conversation on current events.

1:45 p.m. - 2:30 p.m.: CONCURRENT SESSIONS

3. Decision Support: The Insight Employees Are Craving

SHERRI BOCKHORST, SVP Innovation and Strategy, Businessolver; SINA CHEHRAZI, Co-Founder and CEO, Nayya; TAMMY KAPLAN, Product Manager, Empyrean; SHELBY GEORGE, CEO, PERKY; Moderator: SARAH MAXWELL, Broker Technology Executive, Aflac

Decision support tools have come a long way since they were first introduced to the market, and they continue to evolve. Employees are looking for insight and want to understand all the benefit options available to them, and more importantly feel confident in their decisions. We will be discussing decision support tools and philosophy with industry leaders in the space to understand how decision support is evolving and where it’s heading.

4. Driving Engagement in a Virtual Environment

MIKE EHRLE, Practice Leader, Alight Benefits Guidance;  KELLY HARBOUR, Sales Operations Manager, Benefit & Exchange Technology Solutions, Cigna; MARC JEFFREY,  Vice President, Business Operations, Cigna, WAYNE WATKINS, Jr., National Development Manager, SMBO (See My Benefits Online) – A Keeler & Associates Company; Moderator: SCOTT JOHNSON, Director, Benefit Exchange & Technology Solutions, Cigna

Market demand for virtual engagement and enrollment solutions has increased as employers and brokers look for alternative ways to educate and engage employees during the pandemic.  Many companies have embraced virtual benefit counselors, virtual benefit fairs and other creative methods to reach employees.  This interactive session will explore virtual engagement trends, how employers and customers are responding to these methods, business operational and implementation considerations and how we can partner to design engagement strategies that drive customer sales/retention and deliver a positive client and customer experience.

2:30 p.m. - 3:00 p.m. - Break

3:00 p.m. - 4:00 p.m. - LDEx: The Past, The Present, and The Future

KELLIE BENSON-BRAY, Director, Strategic Partner Development, NAS, ADP; MARK KOZIELEC, Director of Institutional Client Data, Prudential; RACHEL LYUBOVITZKY, CEO, EverythingBenefits; KAREN SULLER, Technology Relationship Executive, The Hartford; CARRIE (HARPER) PENMAN, Business Analyst, Workplace Integrations (Moderator)

Join us as carriers and Benefit Administration partners have a panel discussion on the LIMRA LDEx standard. After a brief presentation on LDEx Benefits Enrollment Management Standard 1.1 including the current and future state, our panelists will provide insight on the implementation of the LDEx standard and how it was utilized during the recent open enrollment season.

Wednesday, February 3, 2021

11:00 a.m. - 12:00 p.m. - Acronym Soup — The (Not So) Secret Recipe to Successful API Integrations

BRYCE DENEEN, Director, Product Management, Plansource Benefits Administration, Inc., ANDY MOORE, Director, API Program and Digital Partnerships, Guardian Life Insurance; ANURAG YAGNIK, Chief Technology Officer, Vitech Systems Group Inc.; Moderator: KEEGAN TIERNAN, Director of Benefit Technology Partnerships, Mutual of Omaha

APIs are the wave of the future. How does your organization need to position itself to build the most successful API integration?

  • Industry pulse check — How are we doing; where will we go from here?
  • Navigating the complexities of API integrations
  • What problems won't APIs address?

12:00 p.m. - 12:30 p.m. - Break - Sponsored by VITECH

Join in on an interactive game of "Guess Who: The World of Insurance Edition" to compete with your fellow attendees for a chance to win!

12:30 p.m. - 1:30 p.m.: CONCURRENT SESSIONS

5. Lessons Learned from COVID Environment

CORA HALL, AVP Marketing, The Hartford; HEATHER GARBERS, VP Voluntary Benefits, HUB International; STEVE OLIVAS, VP Marketing, Selerix; REBECCA WOOLSEY, HR Manager, Fullsteam

Join this panel discussion on the lessons learned during the COVID-19 pandemic.  Discussion will focus on what best practices we can leverage, as an industry, moving forward.

6. Benefits Technology & Carrier Partnerships – Outside Looking In

ANNE BURKETT, National Practice Leader, HR Technology, USI Insurance; KATE TAYLOR, President and COO, Benefit Technology Resources; Moderator: CASSANDRA SCHMIDT, Vice President, Platform Relationships & Integrations

Interested in hearing more about how the market has shifted perceptions of Ben Tech & Carrier Partnerships? Join this session to hear perspectives from a unique, outside viewpoint!

  • Learn about key themes from a broker, employer, and technology perspective
  • Begin thinking about how you can evolve your partnership strategy
  • An opportunity to ask questions of the panel to learn more

1:30 p.m. - 2:00 p.m. - Break

2:00 p.m. - 2:45 p.m. - GENERAL SESSION

Data Quality: Partnering for Successful Outcomes

LUKE SLADICKA, Assistant Vice President, MetLife; BETINA MUSSER, Product Manager, Data Exchange and Platform, BenefitFocus; EDDIE CHOI, Director, Solutions Architecture, Noyo; ALAN INGLEY, VP, Enrollment & Technology Services, Wellfleet; Moderator: NICOLE LAUGHRIDGE, Director, Third Party Activation and Development, MetLife

During this session we will explore perspectives on data quality relative to transmissions from ben tech to carrier and carrier to ben tech.

2:45 p.m. - 3:15 p.m. - Break

3:15 p.m. - 4:00 p.m. - A View Into InsurTech 2021 and Beyond

MOHAMMED DASTIGIR, Head of Fintech & HealthTech Partnerships, Ecosystem Development, MassMutual; SIMON PHIPPS, Founder, The Digital Insurer/TDI; BHARAT RAJARAM, Vice President, Managing Director & CFO, Aflac Global Ventures; KARTIK SAKTHIVEL, Vice President & Chief Information Officer, LIMRA; BRANDON COOK (Moderator), Director, Enrollment & Onboarding, Prudential

As an industry Group/Worksite carriers have been slower to adapt emerging technologies.  We’ll talk to some experts to hear what is on the horizon and why insurance carriers are now starting to take notice.  Join us as we hear about how new startups emerge and become mainstream.  What are carriers looking for as they survey the landscape of startups?  Has the pandemic pushed the industry to finally embrace technology at a faster pace than ever before?

4:00 p.m. - 4:15 p.m. - Adjournment